Summary

Work experience

• Branch Service Head

  Philippine Business Bank

  2024.01-Current

  (2 years)

  • Proactively mitigated operational risks by diligently conducting audits and risk assessments, strictly adhering to AMLC and BSP regulations. • Streamlined and expedited the client onboarding process, implementing robust KYC protocols and accurate risk assessments, fostering trust and loyalty. • Rigorously verified General Ledger, Accounts Receivable, and Accounts Payable reports, ensuring financial integrity and transparency and contributing to informed decision-making. • Developed and nurtured exceptional client relationships, resulting in increased branch loyalty and business growth. • Empowered staff through in-depth assessments and targeted training to elevate performance and drive organizational success.
• Senior Sales Assistant Manager

  Security Bank Corporation

  2022.11-2023.07

  (9 months)

  • Led client acquisition initiatives that generated a notable increase in new accounts by formulating and implementing targeted business development strategies, significantly boosting branch profitability. • Strengthened client onboarding and retention by developing comprehensive cross- selling programs for bank products, such as insurance and loans, and streamlining the loan application process. • Optimized CRM system usage for enhanced lead management and client service, resulting in higher client satisfaction and faster response times to inquiries and concerns.
• Branch Head

  BDO Network Bank

  2021.06-2022.10

  (a year)

  • Spearheaded client acquisition efforts, leading to a substantial increase in new accounts by devising and executing innovative business development strategies, surpassing branch profitability targets. • Boosted branch revenue through strategic cross-selling of various bank products – including insurance, credit cards, investments, and auto/housing loans – resulting in greater product uptake among new and existing clients. • Raised client service standards by effectively addressing inquiries and concerns, significantly improving customer satisfaction; expertly managed escalations to relevant departments to ensure prompt resolution.
• Branch Operations Head

  UCPB Savings Bank

  2019.05-2021.05

  (2 years)

  • Ensured full regulatory compliance and proactively minimized operational risks by meticulously conducting audits and completing detailed risk checklists, strictly following AMLC and BSP guidelines. • Enhanced the efficiency and reliability of the client onboarding process by thoroughly reviewing new account openings, implementing robust Know-Your-Client (KYC) protocols, and accurately determining client risk levels. • Ensured financial accuracy and transparency in reporting by verifying monthly general ledger (GL) reports and conducting detailed cross-checks of account receivable (AR) and accounts payable (AP) reports, adhering to the highest standards of financial management. • Built and maintained strong client relationships, which resulted in increased loyalty to the branch. • Conducted in-depth staff assessments and proposed targeted training to strengthen skills and foster professional growth.
• Branch Service and Control Officer

  Philippine Savings Bank

  2014.04-2016.09

  (2 years)

  • Achieving regulatory compliance, enhancing operational integrity, and minimizing risks, by meticulously completing audits and adhering to AMLC and BSP guidelines. • Streamlining client onboarding processes, significantly enhancing client trust and satisfaction, by implementing Know-Your-Client protocols and accurately identifying client risk ratings. • Cultivated strong client relationships, resulting in heightened branch loyalty and improved client retention. • Performed comprehensive staff evaluations and recommended focused training to enhance skills and capabilities.

Educational experience

• University of Negros Occidental-Recoletos

  Business Administration

  2016.11-2019.05

  (3 years)

  Completed academic requirement
• University of St. La Salle

  Marketing Management

  1998.06-2003.03

  (5 years)

  Bachelor Degree
• University of St. La Salle

  Management Information System

  1998.06-2003.03

  (5 years)

  Bachelor Degree

Languages